If URE or IYR reach the levels SRS reached in % terms, at the end of november, six figures is what it'd be worth. Is there a squeeze coming?
Oh the REITs, I had them, dont miss them much, they are still way below where I sold them URE and SRS almost perfect inverse correlation then WTF, short URE and long SRS is how I intuitively would play them, I believe deflation will continue for a while so I will hold on to corporate bonds but this play sure looks interesting